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Wells Fargo

1,757 hedge funds and large institutions have $87B invested in Wells Fargo in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 488 increasing their positions, 843 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 109

47% more funds holding in top 10

Funds holding in top 10: 5784 (+27)

31% more capital invested

Capital invested by funds: $66.4B → $87B (+$20.6B)

13% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.15B

9% more funds holding

Funds holding: 1,6171,757 (+140)

1.1% more ownership

Funds ownership: 68.65%69.76% (+1.1%)

42% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 843

Holders
1,757
Holders Change
+140
Holders Change %
+8.66%
% of All Funds
31.09%
Holding in Top 10
84
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+47.37%
% of All Funds
1.49%
New
275
Increased
488
Reduced
843
Closed
109
Calls
$3.56B
Puts
$3.15B
Net Calls
+$415M
Net Calls Change
+$494M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
576
CX Institutional
Indiana
$2.83M -$102K -3,935 -4%
CWM
577
Concentric Wealth Management
California
$2.82M -$5.28K -204 -0.2%
WFC
578
Western Financial Corp
California
$2.8M +$2.4M +92,747 New
ISL
579
Ingalls & Snyder LLC
New York
$2.78M -$863K -33,333 -27%
DCM
580
Dupont Capital Management
Delaware
$2.77M -$806K -31,142 -25%
LCM
581
Laurion Capital Management
New York
$2.77M -$22.4M -865,819 -90%
CK
582
Cohen Klingenstein
New York
$2.74M
TCA
583
Transcend Capital Advisors
New Jersey
$2.73M +$186K +7,192 +9%
CCM
584
CAAS Capital Management
New York
$2.73M -$1.92M -74,199 -45%
PA
585
PFG Advisors
Arizona
$2.72M +$56.2K +2,169 +2%
WP
586
WealthPLAN Partners
Nebraska
$2.69M -$1.67M -64,626 -44%
PAM
587
Private Asset Management
California
$2.67M -$361K -13,960 -14%
MHIC
588
Marble Harbor Investment Counsel
Massachusetts
$2.66M -$185K -7,162 -8%
GFA
589
Gifford Fong Associates
California
$2.66M
ABC
590
Associated Banc-Corp
Wisconsin
$2.65M -$182K -7,024 -7%
MPIM
591
McGinn Penninger Investment Management
Virginia
$2.61M +$2.24M +86,511 New
SBH
592
Segall Bryant & Hamill
Illinois
$2.6M -$205K -7,921 -8%
WCM
593
Weik Capital Management
Pennsylvania
$2.6M -$237K -9,157 -10%
CFB
594
Cullen/Frost Bankers
Texas
$2.59M -$645K -24,919 -22%
GIA
595
Granite Investment Advisors
New Hampshire
$2.59M -$301K -11,624 -12%
ST
596
Spinnaker Trust
Maine
$2.58M +$159K +6,159 +8%
Mercer Global Advisors
597
Mercer Global Advisors
Colorado
$2.56M -$127K -4,889 -5%
Holocene Advisors
598
Holocene Advisors
New York
$2.55M -$19M -732,610 -90%
UAM
599
Unison Asset Management
Florida
$2.54M +$2.18M +84,188 New
RIM
600
Redpoint Investment Management
Australia
$2.51M +$35.9K +1,385 +2%

WFC Hedge Fund Activity: Q4 2020 in Review

1,757 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2020, worth a combined $87B — up 31% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new WFC positions and 109 closed out — a net gain of 166 holders — while 488 added to existing stakes and 843 trimmed.

The largest buyer was Sanders Capital, adding an estimated $947M. The largest seller was Berkshire Hathaway, cutting an estimated $1.94B.

  • 1,757 institutional investors held Wells Fargo (WFC) as of Q4 2020, up from 1,617 in Q3 2020.
  • Funds reported $87B of Wells Fargo stock for Q4 2020, up 31% quarter-over-quarter.
  • 275 funds opened new Wells Fargo positions in Q4 2020 and 109 closed out, a net change of +166 holders.
  • The largest Wells Fargo buyer in Q4 2020 was Sanders Capital, an estimated $947M added.
  • The largest Wells Fargo seller in Q4 2020 was Berkshire Hathaway, an estimated $1.94B sold.

Based on aggregated 13F filings for Q4 2020.